See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,184 | $93,346-45.2% | $71,796-28.7% | $273,961-81.3% |
| Participation rate | 46.2% | 76.5%-30.4pp | 69.1%-23.0pp | 83.0%-36.9pp |
| Annual return | 7.11% | 130.39%-123.3pp | 78.04%-70.9pp | 41.45%-34.3pp |
| Employer contribution / active EE | $874 | $2,733-68.0% | $1,924-54.6% | $4,869-82.1% |
| Participant deferral / active EE | $3,695 | $3,475+6.3% | $2,794+32.2% | $5,287-30.1% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |